Wealth 360, LLC

Wealth 360, LLC provides financial planning, discretionary portfolio management, sub‑advisory services and retirement plan consulting to individuals, pension and profit‑sharing plans and corporations. The firm develops Financial Profiles and Investment Plans for clients and delivers either stand‑alone planning or ongoing portfolio management aligned with those plans.

Wealth 360 implements portfolios with a long‑term orientation using mutual funds, ETFs, individual stocks and bonds, and updates client plans as circumstances change. The firm supplements its analysis with outside counsel from Steinberger Consulting to inform model portfolios and specific investment decisions, and it offers ERISA‑related services including non‑discretionary advice and discretionary 3(38) investment management for retirement plans.

Notably, Wealth 360 serves other registered investment advisers as a sub‑adviser, accepting exclusive investment discretion for those engagements while the primary adviser retains client contact — a service arrangement that is uncommon among similarly sized peers. With roughly $95 million in AUM across about 142 clients and a two‑person advisory team, the firm pairs outsourced model‑portfolio input with fiduciary retirement plan services and participant education to support both individual and plan‑sponsor clients.